Documents

The following documents may be downloaded and filled out.  You may email or fax them to us prior to your appointment, or bring them to your appointment.

Downloadable Data Sheets/ Forms

Data Sheet for Couples - client information sheet for couples

Data Sheet for Singles - client information sheet for singles

Data Sheet for Non-Traditional Couples - client information sheet for non-traditional couples

Joint Spousal Representation Engagement Letter - Waiver of Conflict (for married couples)

Joint Representation Engagement Letter - Waiver of Conflict

Downloadable Informational Documents

Utilizing Estate Planning to Minimize Federal Estate Taxes - How to take advantage of the Federal Estate and Gift Tax Exclusion rates.

Estate Planning Issues for Non-Traditional Couples

Trust Funding Instructions